CPD: Refresher Health Services Benefits

6.5 CPD


This course covers the characteristics, terms and features of health services benefits products, including costs and risks associated with purchasing or transacting in these products. It also covers the legislation impacting on the health services benefits industry. Products covered include medical schemes and health insurance products, including medical expense shortfall policies (gap cover) and non-medical expense cover (hospitalisation policies/ hospital cash plans).

CPD Information
6 CPD Points/hours
0.5 CPD Point/hour for successful completion & pass of assessment


Focus Area:

  1. Explain how specific aspects of the Medical Schemes Act, National Health Insurance, demarcation regulations under the Long- and Short-term Insurance Acts, and other applicable legislation will impact on health services products.
  2. Describe the characteristics, terms and features of health services products.
  3. Describe the typical fee structures, charges and other costs associated with health services product benefit options.
  4. Describe the risks associated with investing, purchasing or transacting in health services products.
  5. Assess the appropriateness of specific health services product benefit options for specific client needs.
  6. Describe the options and strategies applicable to specific products in the health services class of business to suit the needs of different investors.
  7. Explain the tax implications applicable to products in the health services benefits class of business.

Who should register?
Financial planners, financial advisors, para-planners, business owners


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